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SPDR Portfolio S&P 500 ETF
SPLG

Overview Fund Activity

1,047 hedge funds and large institutions have $27.1B invested in SPDR Portfolio S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 470 increasing their positions, 349 reducing their positions, and 39 closing their positions.

Holders
1,047
Holders Change
+77
Holders Change %
+7.94%
% of All Funds
15.23%
Holding in Top 10
221
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.92%
% of All Funds
3.22%
New
126
Increased
470
Reduced
349
Closed
39
Calls
$10.7M
Puts
$9.74M
Net Calls
+$919K
Net Calls Change
+$3.55M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$2.73B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$346M
3
SLI
3
Sumitomo Life Insurance
Japan
$309M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$190M
5
Morgan Stanley
5
Morgan Stanley
New York
$602M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
SMM
2
Stadion Money Management
Georgia
$299M
3
SWM
3
SigFig Wealth Management
California
$31.5M
4
SAG
4
SageView Advisory Group
California
$280K
5
AssetMark Inc
5
AssetMark Inc
California
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
776
Charles Schwab
California
$466K 7,287 +7,287 New
M1FG
777
Mach-1 Financial Group
Arkansas
$464K 7,237 +445 +7%
FFG
778
Fiduciary Financial Group
California
$462K 6,959 +6,959 New
PMFA
779
Plante Moran Financial Advisors
Michigan
$461K 7,210 +192 +3%
OIM
780
Opus Investment Management
Massachusetts
$460K 7,185 – –
FCA
781
FLC Capital Advisors
California
$458K 7,161 – –
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$455K 7,109 +424 +6%
MWM
783
Merriman Wealth Management
Washington
$451K 7,043 – –
UAG
784
United Advisor Group
Ohio
$444K 6,938 +6,938 New
DWP
785
Destiny Wealth Partners
Florida
$443K 6,915 – –
CWMGP
786
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$441K 6,886 -1,649 -19%
TFS
787
Thoroughbred Financial Services
Tennessee
$438K 6,856 -975 -12%
NIWA
788
New Insight Wealth Advisors
California
$433K 6,768 +2,512 +59%
PPWM
789
PFG Private Wealth Management
Florida
$432K 6,756 +684 +11%
WS
790
Wedbush Securities
California
$432K 6,752 +187 +3%
SIA
791
SkyView Investment Advisors
New Jersey
$432K 6,757 +6,757 New
MWM
792
MGB Wealth Management
Texas
$430K 6,536 – –
SWP
793
Strategic Wealth Partners
Ohio
$429K 6,707 +983 +17%
HWP
794
Heritage Wealth Partners
Ohio
$429K 6,705 +6,705 New
FMWA
795
Forvis Mazars Wealth Advisors
Missouri
$427K 6,666 – –
OAS
796
Optivise Advisory Services
Tennessee
$419K 6,543 +6,543 New
BJL
797
Brighton Jones LLC
Washington
$418K 6,530 +181 +3%
RWP
798
RWA Wealth Partners
Massachusetts
$412K 6,434 +4 +0.1%
SF
799
Synovus Financial
Georgia
$411K 6,424 +1,060 +20%
CWM
800
Campbell Wealth Management
Virginia
$411K 6,419 +35 +0.5%
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32
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